Disclosed positions
| MICRON TECHNOLOGY INC | MU | COM | $103,138,287 | 89,553 | SH | None |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | SPONSORED ADS | $58,431,204 | 123,753 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $51,928,152 | 261,210 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $51,308,757 | 143,898 | SH | None |
| AMAZON COM INC | AMZN | COM | $51,113,269 | 214,058 | SH | None |
| META PLATFORMS INC | META | CL A | $39,777,038 | 70,636 | SH | None |
| GENERAL MTRS CO | GM | COM | $38,862,197 | 503,780 | SH | None |
| MCKESSON CORP | MCK | COM | $36,158,130 | 47,956 | SH | None |
| APPLE INC | AAPL | COM | $25,984,917 | 90,216 | SH | None |
| D R HORTON INC | DHI | COM | $23,766,546 | 145,634 | SH | None |
| SANDISK CORP | SNDK | COM | $23,765,026 | 10,452 | SH | None |
| MICROSOFT CORP | MSFT | COM | $22,389,993 | 60,149 | SH | None |
| ACM RESH INC | ACMR | COM CL A | $13,530,027 | 106,628 | SH | None |
| ISHARES TR | MUB | NATIONAL MUN ETF | $9,545,894 | 88,700 | SH | None |
| BROADCOM INC | AVGO | COM | $9,513,925 | 25,309 | SH | None |
| LENNAR CORP | LEN | CL A | $7,732,788 | 85,378 | SH | None |
| NETFLIX INC. | NFLX | COM | $858,228 | 12,020 | SH | None |
No matching rows. Clear the filter to see all records.
Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.